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Unlocking Society — Brian Romanchuk

Summary:
There is a pointless internet debate about the trade-off between "the economy" and "health." This is being fueled by a handful of articles from highly privileged people telling poor people to go back to work because it was impacting their stock or real estate portfolios. The reality is that there is no such thing as an "economy" at this point, just "society." Although a shutdown is tenable to flush out infections, the essentials must flow. From a North American standpoint, I believe that the emphasis will be on regions, and regions will unfreeze at different times.... Bond EconomicsUnlocking SocietyBrian Romanchuk

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There is a pointless internet debate about the trade-off between "the economy" and "health." This is being fueled by a handful of articles from highly privileged people telling poor people to go back to work because it was impacting their stock or real estate portfolios. The reality is that there is no such thing as an "economy" at this point, just "society." Although a shutdown is tenable to flush out infections, the essentials must flow. From a North American standpoint, I believe that the emphasis will be on regions, and regions will unfreeze at different times....
Bond Economics
Unlocking Society
Brian Romanchuk
Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

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